Notice to Reader Financial Statements Services
We make year-end financials simple, clear, and actually useful for your business.
So, What’s Actually in a Notice to Reader?
A Notice To Reader Financial Statement (also called a Compilation Engagement) is a set of financials your accountant prepares based on the info you or your bookkeeper provide. It includes your balance sheet, income statement, and sometimes a few notes to add clarity.
Now here’s the thing: we’re not auditing or reviewing the numbers in this report. Instead, we’re taking your data and putting it into a clean, professional format that meets CRA or lender requirements. It’s all about turning your business records into something official—without overcomplicating it.
Here’s what you’ll get with our Notice to Reader Financial Statements Services:
- We compile the numbers you or your bookkeeper provide into formal financial statements.
- The report clearly explains that the numbers weren’t verified or audited.
- There’s a note letting readers know the statements might not be suitable for every purpose.
- It shows who prepared the report (that’s us!) and confirms our CPA status.
This kind of report is ideal for business owners who just need a solid set of year-end financials for taxes, banks, or internal use—without jumping through audit-level hoops.
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Why choose us
Simply Good at What We Do.
We’re not here to show off or overcomplicate things — we’re just good at accounting. No fluff, no surprises — just reliable work you can count on.
Beyond Just Numbers.
We don’t stop at handing you a set of financials. We’re curious about what you’re working toward, and we want to help you get there. That might mean spotting opportunities to improve your bottom line or finding small ways to make your systems smoother. It’s about using your numbers to actually support your goals.
Long-Term Value Focus.
We’re not just looking at what happened last quarter. We’re thinking about how the decisions you make today will shape your business tomorrow.
Full-Service Support.
If you’re looking for more than just year-end help, we’ve got you. From tax planning to day-to-day questions, we’re a team you can lean on.
Our Process
Step 1: Initial Contact
We’ll shoot over a quick email to get things going. From there, your Relationship Manager will book a call to chat about where your books are at and what kind of statements you actually need.
Step 2: Planning Meeting
We’ll talk through how the year went, what your goals are, and what shape your records are in. Whether things are tidy or a total mess—we’re here for it.
Step 3: Information Gathering
You’ll get a simple list of what we need. Nothing overwhelming, no wild goose chases. Just the stuff that helps us put together your year-end without the stress.
Step 4: File Preparation and Review
Once we’ve got the info, we’ll pull it all together into clean, professional financials that meet CRA’s expectations—no fluff, no filler, and no “surprise” questions at the eleventh hour.
Step 5: Final Steps and Year-End Inspiration Session
You’ll get your finished Notice to Reader package and a quick walkthrough so you actually know what you’re looking at. Then we’ll hop on an Inspiration Session to talk about what’s next for your business.
Ready to Take One Thing Off Your Plate?
Year-end doesn’t have to be stressful. Let’s get your Notice to Reader Financial Statements sorted so you can focus on running your business.
FAQs
It’s basically a set of year-end financial statements we put together using the numbers you or your bookkeeper give us. We’re not digging into the details or auditing anything — we’re just organizing your info into a clean, professional format that’s often needed for taxes, banks, or just keeping your business records tidy.If your business doesn’t need a full audit or review, a Notice to Reader is usually all you need. It’s simple, straight to the point, and gets the job done.
Yep, we can do both — and honestly, it’s pretty common. If your bookkeeping requires a bit of cleanup (or hasn’t been touched all year), we’ll help get it sorted before preparing your Notice to Reader Financial Statements.
That way, you’re not running between a bookkeeper and an accountant trying to piece things together. We’ll handle it start to finish — clean books, clear statements, and one less thing on your plate.
It depends on a few things — like how organized your books are, how many accounts you have, and whether we’re handling the bookkeeping too. For most small businesses, Notice to Reader Financial Statements typically start around $1,200, but it can vary.
The best way to get a clear number? Book a quick call with us. We’ll take a look at where things are at and give you a straight-up quote — no surprises, no pressure.
You’ll usually need a Notice to Reader if your business is incorporated, and you’re filing a corporate tax return (T2). It’s also something banks or lenders might ask for when you’re applying for a loan or line of credit.
If you’re not sure whether you actually require one, that’s totally normal — lots of business owners aren’t. Just reach out, and we’ll help you figure out what makes sense for your situation.
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